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BMO
Beck Mack & Oliver’s
State Street Technology Select Sector SPDR ETF
XLK
Stock Holding History
Beck Mack & Oliver’s Portfolio
XLK Stock Details
XLK Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q3
–
Sell
-3,250
Closed
-$240K
–
218
2021
Q2
$240K
Sell
3,250
-200
-6%
-$14K
0.01%
181
2021
Q1
$229K
Sell
3,450
-200
-5%
-$13.2K
0.01%
171
2020
Q4
$237K
Sell
3,650
-280
-7%
-$17.1K
0.01%
175
2020
Q3
$229K
Hold
3,930
–
–
0.01%
173
2020
Q2
$205K
Buy
+3,930
New
+$185K
0.01%
180
2015
Q2
–
Sell
-32,846
Closed
-$681K
–
371
2015
Q1
$681K
Hold
32,846
–
–
0.02%
207
2014
Q4
$679K
Sell
32,846
-484
-1%
-$9.81K
0.02%
208
2014
Q3
$665K
Hold
33,330
–
–
0.02%
213
2014
Q2
$639K
Buy
33,330
+19,810
+147%
+$367K
0.01%
222
2014
Q1
$246K
Hold
13,520
–
–
0.01%
309
2013
Q4
$242K
Sell
13,520
-1,000
-7%
-$16.9K
0.01%
320
2013
Q3
$233K
Buy
14,520
+260
+2%
+$4.15K
0.01%
316
2013
Q2
$218K
Buy
+14,260
New
+$221K
0.01%
321
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$4.14B AUM
15.99%
1-Year Est. Return
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$1.37T AUM
24.88%
1-Year Est. Return
Wells Fargo
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$530B AUM
22.01%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
JP Morgan Chase
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$1.56T AUM
27.86%
1-Year Est. Return
UBS Group
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$666B AUM
30.12%
1-Year Est. Return
Envestnet Asset Management
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$374B AUM
17.66%
1-Year Est. Return
Goldman Sachs
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$871B AUM
31.28%
1-Year Est. Return
Janney Montgomery Scott
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$40.4B AUM
21.2%
1-Year Est. Return
Truist Financial
Charlotte, North Carolina
$74.2B AUM
21.09%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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